Benefits of Offering Private Foundation Services


Categories: Advisors

Much has been written about the benefits that clients derive from discussing their philanthropic goals with their wealth managers. Much less has been said about the benefits that the advisors themselves derive. In fact, wealth managers have much to gain when engaging their clients around their philanthropy. Click the button below to learn about these benefits, including:

  • Deepening client relationships
  • Initiating relationships with family members
  • Retaining assets
  • Gathering assets custodied elsewhere

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